LF Miton European Opportunities Fund B Accumulation

Performance History31/07/2020
Growth of 1,000 (GBP) Advanced Graph
LF Miton European Opportunities Fund B Accumulation
Fund22.328.3-4.233.917.6
+/-Cat9.35.910.713.418.6
+/-B’mrk5.57.39.110.625.3
 
Key Stats
NAV
03/08/2020
 GBX 249.93
Day Change 0.85%
Morningstar Category™ Europe Mid-Cap Equity
IA (formerly IMA) Sector Europe Excluding UK
ISIN GB00BZ2K2M84
Fund Size (Mil)
30/06/2020
 GBP 1476.02
Share Class Size (Mil)
31/07/2020
 GBP 1019.53
Max Initial Charge -
Ongoing Charge
26/06/2020
  0.84%
Investment Objective: LF Miton European Opportunities Fund B Accumulation
The investment objective of the fund is to achieve a combination of income and growth.
Returns
Trailing Returns (GBP)03/08/2020
YTD18.58
3 Years Annualised17.09
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.09
Management
Manager Name
Start Date
Carlos Moreno
14/12/2015
Thomas Brown
14/12/2015
Inception Date
14/12/2015
Advertisement
Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE World Ex UK TR GBPMSCI Europe SMID NR EUR
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeYes
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  LF Miton European Opportunities Fund B Accumulation30/04/2020
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.940.0099.94
Bond0.000.000.00
Property0.000.000.00
Cash0.510.460.06
Other0.000.000.00
Top 5 Regions%
Eurozone53.96
Europe - ex Euro40.79
United Kingdom5.25
United States0.00
Canada0.00
Top 5 Sectors%
Technology20.99
Industrials19.83
Healthcare18.22
Financial Services17.11
Communication Services10.87
Top 5 HoldingsSector%
FinecoBank SpAFinancial ServicesFinancial Services3.84
ASML Holding NVTechnologyTechnology3.53
Homeserve PLCIndustrialsIndustrials3.37
Soitec SATechnologyTechnology3.18
Vestas Wind Systems A/SIndustrialsIndustrials2.93
LF Miton European Opportunities Fund B Accumulation

Related

In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies